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Mobile Forms & Field Service Workflow Automation | TrueContext

The field service workflow platform for connected workers

Overview

The largest, most asset-intensive operations run on TrueContext's intelligent field service workflow platform & mobile forms app. Powering productivity from accurate job guidance and purposeful mobile data collection to deep analytics that drive action.

See How Mobile Forms & Field Service Workflow Automation | TrueContext Works

Go through complex tasks with ease Power your technicians with adaptable, intuitive mobile forms that address the ever-growing intricacies of field service. Deliver the right information to the right person at the right time.
Succeed as a team with collaborative workflows Leverage your technicians’ collective expertise to tackle complicated tasks. Allocate your skilled resources intelligently with shared workflows and mobile forms across your field teams.
Access everything with an offline-first app Arm your field teams with an app that they can rely on for context no matter where they are on the job. Access asset resources and other pertinent data regardless of network coverage.
Industry-leading security Get 99.9% uptime, cutting-edge app security, and process-oriented safeguards to protect your data. TrueConext is third-party-verified for SOC 2 Type II, HIPAA, and Title 21 CFR Part 11.
Anchor your field service ops on data Leverage our mobile form workflows to automate data routing between the field and your office backend systems to enable data-driven field service for productivity and efficiency.
Create adaptive workflows on a powerful no-code platform Capture the nuance of your field service environment with quick-to-build, quick-to-deploy workflows. Power rich data collection by controlling exactly what your operation requires.
Leverage powerful conditional logic Our advanced “If this, then that” functionality gives you full control over the user experience in the app. Trigger specific actions – display relevant data, launch new work orders, generate output documents, and more.
Generate custom documents for multiple stakeholders Build and format custom documents from a single workflow – work summary and CSAT feedback form to a customer, approval to a manager, a compliance record for future use by an auditor, and more.
Collect field data intuitively Use the barcode scanner, document scanner and OCR on assets to instantly display historical information, pre-populate workflows, and load equipment-specific job guidance.

Manufacturing Maximize asset uptime & productivity across the asset lifecycle with rich data and custom work order forms. Healthcare & Life Sciences Service complex assets with ever-changing or regional compliance requirements. Build custom forms that are auditable and Part-11 compliant. Natural Resources & Utilities Empower all your energy asset and safety forms. Mandate compliance and stay fully auditable. Feature Highlights • Workflow automation with alerts & escalations via SMS, email, Chatter • Automatically generate custom PDF, Word, MS Excel documents • Multi-language: render a form in multiple languages to the app-user. • Rich media collection: annotated photos, videos, OCR, barcodes, geo/time stamps • Advanced conditional logic to save time, guide & ensure error-proof form completion • Feed field data into your Salesforce dashboards/reports or Analytics Studio instantly • Enterprise-grade pro service team & Bolt Data’s Salesforce integration expertise to help your vision become a reality • TrueContext mobile app available on iOS, MacOS, Android, Windows • No connection required—available offline • HIPAA, SOC 2 Type II, FDA Title CFR Part 11 certified